$102 Million is the total value of Spectrum Wealth Advisory Group, LLC's 44 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $889,000 | +7.9% | 7,588 | 0.0% | 0.87% | +10.5% | |
| AMZN | AMAZON COM INC | $802,000 | +11.2% | 233 | 0.0% | 0.78% | +13.9% | |
| DGRW | WISDOMTREE TRus qtly div grt | $254,000 | +4.5% | 4,250 | 0.0% | 0.25% | +7.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 22 | Q2 2024 | 34.4% |
| FIRST TR VALUE LINE DIVID IN | 22 | Q2 2024 | 18.2% |
| FIRST TR EXCHANGE TRADED FD | 22 | Q2 2024 | 13.0% |
| APPLE INC | 22 | Q2 2024 | 6.7% |
| SPDR S&P 500 ETF TR | 22 | Q2 2024 | 6.6% |
| SPDR SER TR | 22 | Q2 2024 | 14.1% |
| FIRST TR EXCHANGE-TRADED FD | 22 | Q2 2024 | 6.6% |
| SPDR SER TR | 22 | Q2 2024 | 6.0% |
| FIRST TR EXCHANGE TRADED FD | 22 | Q2 2024 | 3.8% |
| AMAZON COM INC | 22 | Q2 2024 | 1.2% |
View Spectrum Wealth Advisory Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-29 |
View Spectrum Wealth Advisory Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.